Capstone Wealth Management, LLC.,
is a Registered Investment Advisor

WMG People

At Capstone experience runs deep and wide. We come from diverse backgrounds and have traversed many miles in and around the financial planning industry—spanning all types of clients. For you, this translates to reliable and effective financial wisdom that has endured the tests of twists, turns and time. It’s our pleasure meeting you.

Mike Conrads CFP®, ChFC, MBA
Kevin Serrapede CFP®
Investment Advisor Representative, Chief Compliance Officer
Loren Gard CFP®
Investment Advisor Representative
Ronald Stoner CFP®
Investment Advisor Representative
Amy Loomis 
Administration & Client Service Manager